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Person Records

Persons are employees, users or contacts. They are all grouped under one category for simplicity, but should be categorized with the Person Type field or some other combination of fields, to pull groups of similar Persons through Reports.

A person record should not be a family, foster family or birth parent in the system. Should the need arise, where an employee or other professional contact uses your services for adoption, you can use the entity overhaul feature to create a client record connected with their original Person record (Advanced Options > Convert to Other Entity).

Persons do not have cases, as they aren't intended for client or program use.

Create a New Person Record

You can add a new Person record from the sidebar on the home page, or the sidebar found on the Person tab.

Employee/Staff

Add your Agency record and connect your staff records by setting the staff's "Main Organization" or by adding a "New Person to this Organization" from your Agency's Organization Record. Enter each staff's Person Type as "Employee/Staff. The Person Type = Employee/Staff will distinguish employees from other Persons.